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This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities. Related documentation: Submit a Case via Wildix Partner Community Created: December 2021 Updated: May 2024 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
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- Home - view news & updates, submit a case, etc.
- Lead - create and manage Leads
- Account - create and manage Accounts for companies you plan to sell to
- Project - create and manage Opportunities that refer to the high probability of generating sales revenue
- Contact - create and manage Contacts
- Quote - manage proposed prices of products/ services
- Order - create and manage orders, order items to stock
- Task - create and manage business activities
- Report - generate and manage reports
Home
From the Home page, you can access Statistics, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.
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- Click Save button to create a Project (if you want to create one more Project, click Save & New button)
Once Project is created, the Cost Info is filled out automatically:
Expected MRR (Calculated): the value is calculated by the following formula:
Total Users * (Weighted Average Price for Licenses + Weighted Average Price for HWaaS + Weighed Average Price for CLASSOUND)
Note: Weighted Average Prices are used in the formula based on the options selected in the “Interested Solution” field.MRR: equals the “Expected MRR (Calculated)”; after the Primary Quote is generated, the value in MRR field equals the actual MRR based on the Primary Quote
Weighted Pipeline: the value is calculated by the formula MRR * Probability
Pipeline MRR: the MRR on the Demo Date date (used in terms of Bonus Pipeline incentive)
Manage existing Projects
You can sort Projects out by clicking on List Views:
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From the Related Details and Actions Panel, you have access to all the detailed information connected with the Contact: you can review Contact History, Notes, upload files, create Tasks and upload files
Quote
Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers.
Create a Quote
Select a Project you want to generate a Quote for and click Create Quote button:
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When CLASSOUND support agent replies/ posts a question, you should receive an email notification, to easily navigate to the necessary case and reply there.
Task
Tasks represent business activities such as making calls, sending quotes or other to-do items.
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You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus. |
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